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Nicholas Traffley Perini

Beese Fulmer Private Wealth Management

Canton, OH

CRD 5102074

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Employer firm

Beese Fulmer Private Wealth Management CRD 109882

$2.06B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Beese Fulmer Private Wealth Management

4334 Munson Street Nw Suite 102, Canton, OH 44718 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-03-01
TX RA APPROVED 2021-09-30
FL RA APPROVED 2011-01-26
OH RA APPROVED 2010-10-15
  • NY RA
    APPROVED
    Since 2026-03-01
  • TX RA
    APPROVED
    Since 2021-09-30
  • FL RA
    APPROVED
    Since 2011-01-26
  • OH RA
    APPROVED
    Since 2010-10-15

Branch Locations

4334 Munson Street Nw Suite 102, Canton, OH 44718 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beese, Fulmer Investment Management Inc. Canton OH 07/2010 Present
  • 07/2010 → Present
    Beese, Fulmer Investment Management Inc.
    Canton, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-10-14
  • S65 Uniform Investment Adviser Law Examination
    2010-10-14
Designations
  • Chartered Financial Analyst
Other Names
  • Nicholas T Perini

View on SEC IAPD

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